The Ultimate Marketing Report Template

Report the performance of your social media, PPC, SEO, email marketing, and many other channels in one place with the Marketing Report Template from Whatagraph. Create your first report and aggregate cross-channel metrics and KPIs. Leverage marketing data to make the best business decisions.

    Marketing report template from Whatagraph
    Join marketing agencies and teams worldwide who use Whatagraph to work with marketing data!
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    Optimize your marketing campaigns with our marketing report template

    Double down on strategy with faster insights

    Connect any needed data sources and get each channel's metrics in one place. Use graphs and tables to outline the tendencies and patterns of your marketing campaign performance. Find out what your target audience prefers to click on and base your initiatives on the results. Immediately learn where your marketing performance is spot on and where to improve.

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    Adding sources to a marketing report in Whatagraph

    Improve your targeting with cross-platform features

    Our marketing report template is all you need to keep a tab on your marketing channels. Whatagraph’s marketing reporting software will highlight your organic search rankings, content marketing effectiveness, web analytics, and other critical KPIs. Use the cross-channel findings to see whether or not your efforts generate a return on investment. 

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    Add or remove widgets to a marketing report in Whatagraph

    Build monthly marketing report templates easily with Whatagraph

    Connect your marketing platform accounts and get in tune with your audience. Display user activity on your website as part of a monthly marketing report. Get to know your audience’s demographics, their browsing habits, and how they engage with your site. Use historical trends to gauge progress and prepare for future campaign developments.

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    Automate sending of a marketing report in Whatagraph

    All reporting features your agency needs

    45+ data sources
    45+ data sources
    Create a true cross-channel digital marketing dashboard in Whatagraph. Over 45 integrations for your cross-channel marketing campaigns.
    Cross-channel reports
    Cross-channel reports
    Combining cross-channel data is intuitive and takes a few clicks. Create a single client report for all channels instead of one report for each.
    Full report automation
    Full report automation
    Schedule your reports at desired intervals or share a live link to a report so your clients can check for updates at any moment.
    White-label reports
    White-label reports
    Customize colors and logos in each report to align it with your agency’s or clients’ branding and style.
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    All your questions answered. And if you can’t find it here, chat to our friendly team.

    What is a marketing report template?

    A marketing report template is a pre-made marketing report that you can use to visualize, track, and share marketing data gathered from various sources. It displays the results of your company's marketing efforts. The easiest way to create a digital marketing report is to pick a free template from our gallery, add your sources, and you’re all set. 

    When to choose a report template and when to use a dashboard template?

    You can choose a report when you want to include both recent and historical data. It is usually used by marketing teams to spot any trends and patterns in relevant metrics. On the other hand, if you just want to report live data and the most essential marketing KPIs in real-time, you should pick a dashboard template.  

    What should a quarterly marketing report include?

    A quarterly report is a comprehensive strategic record that you should use to develop a long-term marketing strategy. Depending on the marketing goals you have created, you should focus on two things. 

    First, the bottom line. It answers the question, “What revenue have you generated?”.

    Usually, revenue is broken down into smaller figures:


    -  By landing page; 

    -  By source; 

    -  By audience segment. 


    The second is brand awareness. The metrics and KPIs you monitor depend on the channel you try to reach your audience. Here are some KPIs for each channel:


    -  PPC: Reach/ CTR/ROAS/Share of impressions.

    -  Social media: Reach/Engagement rate/CTR.

    -  Email marketing: Open rate/CTR/Unsubscribe rate.

    -  SEO: CTR by search query/ Avg position on the page for popular search queries/Most popular search queries.

    -  Website: Bounce rate/ New vs. returning visitors/Conversion rate/Total sessions/Unique sessions.


    To make the report more compelling, use data visualization elements. Nobody wants to look at raw figures and determine what they mean. Graphs, tables, charts, and images portray marketing results so that a quick look reveals whether or not the marketing plan is effective.

    What sources can I connect to a marketing report template?

    Whatagraph allows you to connect data from over 45 native integrations. These include Google Analytics 4, social media platforms like LinkedIn and Facebook, PPC apps like Google Ads (AdWords) and Facebook Ads, Google Search Console, and other SEO, e-commerce, and email marketing tools. In addition, you can connect any unsupported source via a Custom API, BigQuery, or Google Sheets.

    What are the top 3 marketing analytics report templates for agencies?

    The top 3 marketing report analytics templates for agencies are:


    1. SEO Report Template
    Use an SEO report template to measure your organic performance and stay on top of your SEO KPIs and metrics. Report on top-performing keywords, rankings, backlinks, and organic traffic. 


    2. Marketing Performance Report Template
    Visualize a high-level overview of key performance indicators, the overall conversion funnel, and other digital marketing metrics. This marketing report template helps you make the right decisions for executing your marketing strategy. 


    3. Social Media Report Template
    Use our social media report template and never worry about social media marketing reporting. Track the performance of your social media marketing campaigns through important metrics and KPIs.


    You can get all of them from our template gallery. 

    It’s good to be loved! Our clients are not shy about expressing it.

    I made a switch from GDS and Sheets for reporting to Whatagraph, and I am saving literal hours each week on performance report creation. Our small firm actually managed to onboard 2 new clients as a result of all the time we saved on managing data and reporting. The customer service is also really helpful and easy to reach.

    Mindaugas S., Marketing Consultant Capterra logo for Whatagraph review

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    Mindaugas S., Marketing Consultant

    Having active customer support to help fix any issues was a big contributor, but we also really liked the ability to save templates and connect sources to multiple charts/widgets at once without having to edit them individually. And having the grid layout is much easier to stay consistent with than the free form setup that Data Studio has.

    Nico T., Media Planner Capterra logo for Whatagraph review

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    Nico T., Media Planner

    The system has standard templates that are easy and fast to use. Also you can build your own report with lightning speed. It is very easy to use, has a lot of integration, and let get started very fast.

    Rasmus Bernt K., External Senior Management Consultant Capterra logo for Whatagraph review

    Capterra verified review by

    Rasmus Bernt K., External Senior Management Consultant

    We love Whatagraph - we would definitely recommend and our account manager is great! I love how easy this tool is to use, everyone on the team finds it much more user-friendly than other dashboards. Integration was easy, we sent some example reports to the team who duplicated these for us. We literally had to log in and send it to our clients!

    Stephanie S., Digital Director Capterra logo for Whatagraph review

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    Stephanie S., Digital Director

    We are showing our clients the work that we're doing for them and this is incredibly important for our clients ROI. They want to see results and having a tool like Whatagraph that can show data from virtually every source we use is hugely important.

    John S., SEO Strategist Capterra logo for Whatagraph review

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    John S., SEO Strategist

    The tool is easy to use; you do not need to have development resources. Even my junior project managers are capable of making campaign reports in minutes. There are a lot of pre-made templates you can use as well as many pre-made widgets.

    Erman E., Marketing Specialist Capterra logo for Whatagraph review

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    Erman E., Marketing Specialist

    Really easy to connect data sources within the tool. The library of report templates has been helpful. The customer support team has been responsive to all of our needs. Our team enjoys the simplicity of setting up the reports and how the data is presented.

    Brent N., Director of Operations Capterra logo for Whatagraph review

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    Brent N., Director of Operations

    Easy to create really beautiful graphs and reports which can help other team members to understand the most important takeaways. I especially like the automated report function, so I don't have to check on the same thing repeatedly.

    Orsolya S., Online Marketing Manager Capterra logo for Whatagraph review

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    Orsolya S., Online Marketing Manager

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    Cross channel reporting template with Whatagraph